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@AlexAra91768440 Avatar @AlexAra91768440 Alex Ognara

Alex Ognara posts on X about $9434t, ai, carry, future the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

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Mentions: XX #

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Followers: XXX #

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Social Influence

Social category influence finance

Social topic influence $9434t #21, ai, carry, future, flow, investment, $80b, $dbrg, the global, machines

Top accounts mentioned or mentioned by @jbulltard1 @2155 @gromepow @joealertz @findgg33 @garyjschmitt1 @cobratate @mayhem4markets @unusualwhales @kamalaharris @rampcapitalllc @thesamedevice @goofhonk14167 @dieworkwear @hulkcapital @hannahdcox @citrini7 @aimeekins821 @shadowofezra

Top assets mentioned DigitalBridge Group, Inc. (DBRG)

Top Social Posts

Top posts by engagements in the last XX hours

"(2/16) Switch = a single asset. DBRG = the entire platform. Switch gives you data centers. DBRG gives you: Switch exposure Vantage DataBank Zayo Fiber Towers Edge networks Small cells Hyperscale JVs + an entire investment platform with $80B+ AUM"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"Why SoftBank Should Buy $DBRG Over Switch The Real Strategy Behind AI Infrastructure Everyone keeps asking whether SoftBank will buy Switch or DigitalBridge ($DBRG). If Im Masayoshi Son and I care about building the AI infrastructure empire of the next XX years the answer is easy: You buy DBRG every single time. Heres why:"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(3/16) SoftBank is NOT shopping for a data center operator. SoftBank is trying to control the global AI infrastructure rails: Compute layer Fiber layer Edge layer Storage layer Connectivity layer Capital allocation layer Switch gives you one slice. DBRG gives you everything"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(4/16) Buying Switch = buying the machines. Buying DBRG = buying the owners of the machines + the people who build the next generation of them. Massive difference in strategic value"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(5/16) DBRG isnt just a collection of assets. Its a global digital infrastructure allocator with: Permanent LP capital Management fees Performance fees Co-invest rights A global deal pipeline Deep operator partnerships SoftBank LOVES platforms like this"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(6/16) Lets talk valuation. Buying Switch outright costs SoftBank: $1215B minimum Big takeout premium Pure capex-heavy operator No fee stream No global diversification High price narrow exposure"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(7/16) DBRG trades below its private-market value. Buying DBRG gives SoftBank: Switch exposure DataBank exposure Vantage exposure Zayo exposure Global fiber/tower/edge assets AUM growth Fee revenue Carry Global capital influence At a discount"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(8/16) SoftBanks biggest advantage is capital. Buying DBRG turns SoftBanks capital into a flywheel: Capital DBRG platform global infra deployment returns LP flows more capital more infrastructure control. You dont get that from Switch"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(9/16) Lets talk strategy. Switch = operational asset. DBRG = MULTIPLIER. SoftBank wants optionality and scale. DBRG gives them: Multiple verticals Multi-country presence Long-duration assets A pipeline to deploy tens of billions into AI/compute infra Switch doesnt"
X Link 2025-12-12T01:26Z XXX followers, XXX engagements

"(10/16) If SoftBank buys Switch first they still NEED an allocator (a platform like DBRG) to scale globally. If they buy DBRG first they already get Switch exposure AND the vehicle to invest in more Switch-type assets worldwide. Order matters. DBRG gives them the leverage"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(11/16) This is the key: Switch is a tactical win. DBRG is a strategic empire-building win. One is a data center operator. The other is the entire digital infrastructure ecosystem"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(12/16) Heres how SoftBank thinks: What asset gives me: control scale deal flow diversification global reach AND financial leverage That is NOT Switch. That is DBRG"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(13/16) Think of it this way: Switch = a great asset. DBRG = the platform that buys Switch finances Switch expands Switch and builds the Switch of the future globally. SoftBank shouldnt want just the infrastructure. They should want the infrastructure allocator"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(14/16) And one more thing: DBRG gives SoftBank a fee engine. Management fees + carry from a fast-growing alt-infra platform is MASSIVE. It means SoftBank doesnt just own assets it earns recurring revenue from managing trillions in future AI infra. Switch cant do that"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(15/16) So if Im Masayoshi Son I dont buy Switch alone. I buy DBRG because it gives me: Switch Vantage DataBank Zayo Global AI infrastructure exposure A platform AUM Fees Carry Deal flow Optionality Total ecosystem control"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements

"(16/16) TL;DR: Switch = tactical acquisition DBRG = strategic empire acquisition If SoftBank wants to dominate AI infrastructure for the next decade the move is obvious: You buy DBRG the platform the assets the fee engine and the future"
X Link 2025-12-12T01:27Z XXX followers, XXX engagements